- Huntington National Bank (Columbus, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP … more
- Truist (Charlotte, NC)
- …clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. c. Help ... and insurance life and health. + Must be able to partner well internally Preferred Qualifications: + CFP , CFA, Master's Degree **General Description of Available… more
- First National Bank of Omaha (Omaha, NE)
- …to change based on business needs. **Summary of the Job:** The Business Owner Advisor supports the financial wellbeing of the business owner by providing ... Advisor will work with business owners to identify financial planning opportunities, serving as a connecting point between...Bachelor's degree required, JD, CExP, CEPA, CVA, or CPA preferred Minimum of 7 years of specialized expertise and… more
- Kestra Financial (Denver, CO)
- …mind. As an Associate Advisor , you will work alongside an experienced financial advisor , participate in client meetings, and get hands-on experience in ... We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team....of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to… more
- Truist (Jupiter, FL)
- …role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Columbia Bank (Santa Rosa, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- KeyBank (Pittsburgh, PA)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- KeyBank (Mahopac, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- M&T Bank (Bear, DE)
- …licenses **Education and Experience Preferred :** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- Truist (Germantown, TN)
- …Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more